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Jan 24, 2019

How technology affects wealth management business value

While 2018 saw a slight downturn in wealth management merger and acquisition activity, the market was still quite robust.

Jan 23, 2019

Impending reality: Why property management firms must modernize

Technology solutions for the commercial real estate industry have been around for decades. The first wave of PropTech (property technology) appeared in the mid 1980’s, offering property management companies basic general ledger accounting programs to post rent receipts and pay bills.

Jan 22, 2019

Achieving data governance and operational transparency with Advent Lumis

Data errors and human capital issues, such as these, can expose a firm to financial penalties, affect its reputation in the market and severely influence its ability to service clients.

Jan 21, 2019

Technology-powered service demands CRM update

LourdMurray prides itself on delivering sophisticated expertise to accomplished clients that have complex financial and professional lives. The firm acts as life-long advisors, bringing its clients comprehensive solutions ranging from investments and insurance to education, retirement, and wealth planning.

Jan 14, 2019

2019 Outlook: Managing your clients through times of market turmoil

Looking ahead to 2019, there are so many looming variables that without a crystal ball the best prediction is unpredictability.